Associate Banker

Deliver exceptional service to customers and prospects. Identify customer needs and provide advice on financial solutions. Collaborate with partners to achieve business objectives.

Key Responsibilities:

• Collaborate with partners to identify referral opportunities.
• Guide customers through digital and self-serve options.
• Conduct client conversations about banking services.
• Meet customer transaction-based needs.
• Review customer profiles and engage in needs-based conversations.
• Support operational activities such as inventory management and escalated service requests.
• Act as a key member of the branch and market team.
• Probe to understand customer needs and integrate marketing promotions into conversations.
• Organize work information to ensure accuracy and completeness.
• Find creative approaches to make each customer's experience feel personal.
• Contribute to the ongoing improvement of the branch customer experience.

Qualifications:

• 1-2 years of relevant experience or certification.
• Registration to sell investment products (Canada only).
• Confident use of social media, tablets, smartphones, and online tools.
• Experience in consultative customer service or sales roles.
• Basic knowledge of specialized sales and business banking solutions.
• Passionate commitment to helping customers.
• Drive to deliver a personal customer experience.

Salary : $41,714 - $50,500